Institutional Ownership Abrdn Precious Metals Basket ETF Trust (GLTR)
This table provides information about the institutional ownership of Abrdn Precious Metals Basket ETF Trust (GLTR). We have compiled data on the 193 institutions that hold shares in the stock, with a total of 4.8 Million shares, which have been reported (via 13F filing form) to have a value of $737 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
502,315
shares
|
$77.5 Million
0.0% of portfolio
|
Q2 2025
Added 66.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
350,248
shares
|
$54 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
335,786
shares
|
$51.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
275,242
shares
|
$42.5 Million
3.4% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
243,250
shares
|
$37.5 Million
0.01% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
214,960
shares
|
$33.2 Million
0.38% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
214,133
shares
|
$33 Million
0.02% of portfolio
|
Q2 2025
Reduced 32.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
193,244
shares
|
$29.8 Million
0.05% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
151,650
shares
|
$23.4 Million
5.88% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
138,061
shares
|
$21.3 Million
0.05% of portfolio
|
Q2 2025
Added 77.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
128,897
shares
|
$19.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
112,693
shares
|
$17.4 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
105,880
shares
|
$16.3 Million
8.85% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
81,433
shares
|
$12.6 Million
0.01% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
78,509
shares
|
$12.1 Million
0.57% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
78,280
shares
|
$12.1 Million
0.66% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
74,931
shares
|
$11.6 Million
3.06% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
69,351
shares
|
$10.7 Million
4.94% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
65,706
shares
|
$10.1 Million
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
61,936
shares
|
$9.55 Million
3.11% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
60,954
shares
|
$9.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.3%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
54,014
shares
|
$8.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.46%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
51,352
shares
|
$7.92 Million
0.15% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 30, 2025 Q2 2025 |
51,141
shares
|
$7.89 Million
1.62% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
50,288
shares
|
$7.76 Million
2.57% of portfolio
|
Q2 2025
New holding
|